) in the chart title bar to display a Mekko chart.|
This chart compares the backlog amounts for fiscal periods for the organizations, project types, project managers, or customers that you select, in either a line chart or Mekko chart format. On the line chart, the actual backlog amounts for prior and current periods display as solid lines, and the budget or forecast amounts for future periods display as dashed lines. |
In this topicUser Options That Affect the Chart |
The default chart is a line chart, but you can use the Fast Change icon () in the chart title bar to display a Mekko chart.
|
Chart Item |
Description |
|
Horizontal axis: analysis period |
The horizontal axis displays the fiscal periods included in the analysis period. |
|
Vertical axis (line chart): current value |
For the line chart, the vertical axis displays the range of backlog amounts. |
|
Chart lines: backlog amount by organization, project type, project manager, or customer |
Each colored chart line represents backlog trend, over the analysis period, for an attribute. Actual backlog amounts display as solid lines, and budget or forecast amounts for future periods display as dashed lines. Use the Cycle button ( |
|
Mekko bars: percentage contributions of to backlog by organization, project type, project manager, or customer |
Each Mekko bar represents 100 percent of backlog for that period. Thus, all bars are the same height. The relative width of the bars indicates how a period's total backlog compares to the total backlog for other periods on the chart. Each segment in a Mekko bar represents the percentage of the total backlog for the period contributed by that attribute (a project type, for example). Use the Cycle button ( |
|
Data Item |
Description |
|
Actual contract or funded backlog amount |
Actual backlog amounts for past and current fiscal periods for the organizations, project types, project managers, or customers that you select. Actual backlog amounts display as solid lines. |
|
Baseline budget or forecast backlog amount |
Baseline budget or forecast backlog amounts for future fiscal periods for the organizations, project types, project managers, or customers that you select. Baseline budget and forecast amounts display as dashed lines. |
|
Mekko chart only: pecentage contribution to backlog |
Actual, baseline budget, or forecast backlog for the organization, project type, project manager, or customer for the period ÷ Total actual, baseline budget, or forecast backlog for the period. |
For descriptions of the sources of the data on this chart, see Data Sources.
There are two types of backlog: Contract and Funded.
Backlog defaults to Contract when used initially, but you can switch the type of backlog at any time.
To switch the type of backlog...
Locate the backlog type options. 
Click Contract or Funded. The selected option's button turns green, and the pertinent information on the charts and tables updates to reflect your selection.
The following options on the User Options tab affect this chart:
Budget Type
Org or Reorg
For descriptions of how each option affects Backlog Analytics, see User Options That Affect Backlog.
By default, the Comparison chart displays the backlog amounts by top-level organization, but you have the option to display the data by any of the following:
Any organization level
Project type
Project manager
Customer
To change the view, do either of the following:
Right-click 
and select the view you want.
Click one or more times to cycle through the views until the one you want is displayed.
If you apply filters before you change the view, the chart only displays data for items that satisfy those filters. For example, if you select two project types in the Project Type list under Additional Filters and then use to display the backlog by project type, the chart only displays chart lines for those two project types.
See Filter the Analytics for more information.
After you
select the view, you can select the associated time period. Use below the grid to select the
length of time —
Period, Quarter,
or Year — for which you want to view the
data.
If you apply filters before you
change the view, the chart only displays data for items that satisfy those
filters. For example, if you select two filters and then use
to display by manager, the table only displays the manager for those employee
attributes.
If the time period extends beyond the current period, the chart displays projections by including Baseline or Forecast data as a dotted line. This depends on the Budget Type option selected on the User Options tab.
Click 
at the top right of the chart
to display the chart at its maximum size. Click 
to restore the chart to its original size and location on the tab.
To focus the chart on a particular set of data points, click and drag the mouse pointer over the chart so that all of those data points are included in the green selection area. 
Illustration
To focus the chart on one or a few attribute values, do either of the following:
Select filter values from the filter list.
Click and drag the mouse pointer over the chart legend so that the green selection area touches only the information you want. Illustration
To focus the chart on a more restricted analysis period, do either of the following:
Specify the analysis period using the analysis period bars at the top of the tab. Illustration
Click and drag the mouse pointer over the chart so that the green selection area touches only the data points for the fiscal periods you want to include. Illustration
To see the backlog amount for a specific combination of period and attribute, position the mouse pointer over that line chart data point or that segment in the Mekko bar. When you do, Costpoint Analytics displays the backlog amount in a data box, along with the period and the attribute description.
Click 
to send the data underlying
the chart to Microsoft Excel. More...
In addition to the actions described above, you can also do the following:
Print the chart.
Email the chart.
Export chart data to a CSV file.
Attach a note to the chart.
For more on these actions, see Print, Email, or Export Analytic Data and Attach Notes to Analytics.
to return to the original view.
